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ManagedFunds.nz

FMA-registered Managed Investment Scheme

Amova NZ Investment Scheme

Scheme number: SCH10488

Funds tracked
5
Brand manager
Amova
Legal issuer
Amova Asset Management New Zealand Limited
FMA Disclose register · SCH10488 OFR10608 — Amova NZ Investment Scheme Offer

Australasian Equities

NZ and Trans-Tasman shares — active, index and ETF wrappers.

2 funds
Amova Concentrated Equity Fund
PIE · capped at PIR (max 28%)
Amova Core Equity Fund
PIE · capped at PIR (max 28%)

International Equities

Global, US, Europe, Asia, emerging markets and thematic.

2 funds
Amova Global Shares Fund
PIE · capped at PIR (max 28%)
Amova Global Shares Hedged Fund
PIE · capped at PIR (max 28%) NZD hedged

New Zealand Fixed Interest

NZ government and corporate bonds.

1 fund
Amova Corporate Bond Fund
PIE · capped at PIR (max 28%)

About this scheme

  • A Managed Investment Scheme (MIS) is the legal vehicle defined under the Financial Markets Conduct Act 2013. Every NZ retail managed fund operates as part of a registered MIS.
  • The scheme is overseen by a licensed Supervisor (independent entity holding scheme assets in trust) and managed by the Manager (charging fees and making investment decisions).
  • The FMA Disclose register holds the scheme's PDS, SIPO, OMI, Quarterly Fund Updates and full-portfolio holdings disclosures — link above.
  • See the glossary entry for MIS for the full definition.

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